| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $25.0M | 0.50% |
| $25.0M - $50.0M | 0.40% |
| $50M+ | 0.30% |
Fees may be negotiable and vary based on client circumstances.
3901 Fairfax Drive, Suite 400, Arlington, VA, 22203
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Learn about disclosures →Eric is an independent insurance agent since 2020, but spends no time on this activity. This activity is not investment-related.